Our Core Team

With over 30 years of experience in business and estate planning, Ben Levine is a trusted advisor to business owners seeking to maximize their financial potential. As President and CEO of Noble Wealth & Insurance Services, Inc., DBA: Noble Wealth Solutions and a partner at First Financial Resources (FFR), Ben has access to a proprietary business owner employee benefit plan that reduces tax liabilities and redirects those savings into a benefit plan solely for the business owner or any designated individual. This exclusive strategy provides business owners with a powerful tool to enhance their financial security while optimizing tax efficiency.

Leveraging his strengths in strategic thinking, relationship building, and execution, Ben works closely with business leaders to design customized benefit solutions that align with their long-term financial and business goals. His expertise lies in developing tailored strategies that provide tax-efficient wealth accumulation, retirement security, and succession planning for executives and key employees.

Beyond executive benefits, Ben’s expertise extends to capital gains tax deferral solutions. He is a partner at DST Advisors, Inc., a trustee for the Deferred Sales Trust (DST). Through his extensive network of strategic partnerships, he offers a proprietary capital gains tax deferral structure that provides a vital alternative to traditional deferral solutions for those selling capital assets. This strategy allows sellers to retain more of their wealth, reinvest strategically, and build long-term financial stability.

Ben’s approach is rooted in his deep commitment to integrity, innovation, and personalized planning. He works closely with business owners to implement financial strategies that not only protect and grow their wealth but also provide flexibility and control over their financial future. Whether it’s through executive benefit planning or capital gains tax deferral, Ben Levine delivers solutions that empower business owners to take full advantage of the financial opportunities available to them.

If you're looking for exclusive, high-impact strategies to optimize your wealth, Ben Levine is your trusted partner in navigating the complexities of business ownership and financial planning.

Courtney holds a Bachelor's degree in Psychology and brings a unique blend of analytical and creative skills to everything she does. With a professional background in art appraising for insurance claims, she developed a keen eye for detail and an appreciation for the value of art in both cultural and financial contexts. Beyond her work, Courtney is passionate about painting and often spends her free time expressing herself through her artwork. An avid hiker, she finds peace and inspiration in nature, regularly exploring the great outdoors. Courtney combines her love for the arts with a deep understanding of human behavior, always seeking new ways to integrate creativity and insight into both her professional and personal life.

Laura has an extensive background in marketing and advertising. For the last 30 years Laura has led in-house marketing operations teams within companies including Amgen and Guitar Center. She has also held various positions within worldwide advertising agencies supporting clients within finance, insurance, local and state government and entertainment. Laura has expertise in omni-channel marketing planning, production, and project management. Laura enjoys collaborating with creative partners and subject matter experts to bring clear, relevant and timely marketing campaigns to life which motivate audiences to take action.